Original filing (PDF)20250523094903NAL0003281889001

FORD & PENNINGTON, PC

Name: FORD & PENNINGTON, PC — FORD & PENNINGTON, PC 401(K), Form 5500 (2024)
Creator: FORD & PENNINGTON, PC

Form 5500-SF

FILING_RECEIVED

FORD & PENNINGTON, PC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORD & PENNINGTON, PC.

Plan sponsor

Name

FORD & PENNINGTON, PC

EIN

47-3339420

Address

16200 ADDISON RD., STE. 201 · ADDISON, TX · 750015431

Phone

(972) 788-2084

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

KEMP & ASSOCIATES, CPA PC

KEMP AND ASSOCIATES, CPA PC 401(K) PLAN

$2.5M · 9 participants

ROBERT E MILHOUS, C.P.A., P.A.

ROBERT E MILHOUS, CPA, PA 401(K) PLAN

$2.5M · 3 participants

KOTULAK & COMPANY

KOTULAK & CO. 401(K) PLAN

$2.5M · 11 participants

WILSON HAAG, PLLC

WILSON HAAG, PLLC 401(K) PLAN

$2.5M · 31 participants

MASTERS & JORGENSEN, INC.

MASTERS & JORGENSEN, INC. PROFIT SHARING PLAN

$2.5M · 7 participants